Dynamic
Views have a Collapsible folder list under each Entity in cBizOne.
Views can be Created/Modified/Deleted by right
clicking[B5] on the Dynamic
Views Folder or by clicking on View menu,select Views
and choose an Item.

Customize Existing Views

To
Customize the current view click on Viewmenu,select CurrentView choose Customize
Current View.

To Add/Remove fields, select the
desired fields and click on the Add/Remove buttons.

To arrange the fields in the order
you want, select the field and click on Move Upand Move Down
buttons.

To modify the SQL query click on
Advanced(SQL)if
it is enabled.

Create New Dynamic Views

To
create new views or edit all views click on View menu,select
CurrentView and choose Define Views.

To create a new view, click on New
button and choose the fields you need.

To modify a view, select the desired
view and click on the Modify button.

To copy a view, select the desired
view and click on the Copy button.

To rename a view, select the desired
view and click on the Rename button.

To delete a view, select the desired
view and click on the Delete button if it is enabled.

Select Properties
for using the view for 'list view' or for 'emails' or for 'hiding the
view'.

Note:Use New
SQL and Modify
SQL buttons if and only if, you are familiar with SQL
statements for customizing the views.

Static
Views

Static
Views have a Collapsible folder list under each Entity in cBizOne.
Views can be Created/Modified/Deleted by right
clicking on the Static
Views Folder or by clicking on View menu,select Views
and choose an Item.

Creating a New Static View

To
create a New Static View, right
click on a Folder and select New Static View. Create
the View Name at the top and you can Customize the View and Click on OK.

Add Selected Items to a Static View

You
can add single or multiple list view items (using shift or control key
for multiple selections) into a Static View by right
clicking on a selected item from any View in a folder and selecting
Add Selected Items to a Static View and choose a desired Static
View.

You
can also use drag and drop functionality from a list view to the Static
Views with in that folder.

Removing Selected Items from a Static View

To
remove items from the Static View, open the desired Static View and select
the items you want to remove and then click on Delete button or by right
clicking on a selected items and choose Remove selected items from
the Static View. This will not delete the items permanently from the
database only from the selected Static View.

Deleting a Static View

To
delete a Static View, Open the desired Static View, right
click on that Static View and Select Delete Current Static View.
All items in that Static View will be removed as well as the Static View.

Mark Current View as Hidden

If
you want to hide a View, Open the View you want to mark as Hidden, then
right
click on that View and select Mark Current View as Hidden. Views
marked as hidden will not show up when you select Show Non-Hidden Views.

Mark Current View as Non-Hidden

To
turn off the Hide feature for a View, first select Show All Views, then
open the hidden view, right
click on that View and select Mark Current View as Non-Hidden.

Show Non-Hidden Views

To
show Non-Hidden Views, right
click on any Folder or View and select Show Non-Hidden Views.
This will show all the Views which are not Marked Hidden.

Show All Views

To
show All Views, right
click on any Folder or View and select Show All Views. This
will show all the Views including the ones Marked Hidden.